315-671-0588

Megan Sullivan

CFP®

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How I got here

I formerly worked for a financial advisory group as an office administrator. I grew to love the investment aspect of my job, which brought me to Rockbridge. Working here has allowed me to further develop myself professionally while working amongst experts in the investment field.

Education

Psychology (B.A.), SUNY Albany

Favorite part of the job

Working at Rockbridge is truly a joy. I love interacting with the clients we serve and learning as much as I can from our talented leadership team.

Beneath the surface

I love to cook and bake for others (It was once a dream of mine to own a bakery!) I enjoy being active whether that be in the gym, trying a new fitness class or finding a new local area to hike and explore. However, most of my time these days is spent navigating life as a new mom – a very exciting new chapter in my life!

The Process

How it Works

How we can help

Financial & Retirement Planning
Pension Analysis
Insurance Planning
Business Succession Planning
Estate Planning
Tax Preparation

Who we help

Bob and Cathy
Jim and Emily
Mike and Patty
Dave and Susan
Bill and Peggy

Institutional

Company

How We're Different
Insights
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Rockbridge Investment Management
220 S Warren St, 9th Floor
Syracuse, NY 13202

315.671.0588

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